Articles on: Rooms

Inviting teammates

To collaborate on a room with a colleague, invite them by email and pick their role.

Invite a teammate

Open the room and click Share (top right) — the Share the room modal opens.
In the New invitation field, type your colleague's email or pick from suggestions. Existing workspace members appear in the dropdown.
Click OK. A second modal — New invitation — confirms the room role (Editor or Viewer), shows a Notify people checkbox (toggle off if you'd rather drop the link yourself), and offers a Copy link button if you want to grab the invite URL.
Click OK to send.

Your teammate receives an invitation by email and lands in the room directly via their personal magic link.

Room role for teammates

Editor — the workhorse role. Can edit content, manage participants, and change most settings — everything except delete the room.
Viewer — rare for teammates; they can read and comment but not edit.

What about Owner?

A room has exactly one Owner (the person who created it, or someone an admin reassigned). You cannot invite someone as Owner — to transfer ownership, change the existing Owner's role to Editor first, then reassign Owner to another participant. See Changing someone's role.

Inviting a colleague who isn't a workspace member yet

The Share modal invites people to the room, not to the workspace. If your colleague isn't a Katalyz member yet, they're treated like any other participant: they receive a room invitation and can open the room, but they don't get a seat, a dashboard, or the ability to create rooms.

To make them a proper teammate:

Ask an Admin to invite them from Settings → Members → + Add user (emails + org role — see Inviting a new member). They set up their own profile when they accept.
Then invite them to the room from Share as usual.

If they sign up to Katalyz on their own with your company's email domain, they appear as a join request in Settings → Members for an Admin to approve.

What about emails outside your domain?

Buyers, partners and anyone outside your team are room participants only — never workspace members. See Inviting buyers.

Teammates in the room

Teammates you invite:

See the room on their Katalyz dashboard
Receive notifications based on their settings
Appear in the Participants list
Count against your workspace seat quota (per their org role)

Quick tip: invite the whole deal team

For strategic accounts, invite everyone on your side up front. The AE is typically the Owner (set at creation); add the rest as:

CSM — Editor
Solutions engineer — Editor
Manager — Viewer

Everyone sees the activity, everyone's aligned, nobody has to be brought up to speed later.

Updated on: 01/10/2026

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